CWP

Clark Wealth Partners Portfolio holdings

AUM $164M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$8.72M
3
+$1.07M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$752K
5
MO icon
Altria Group
MO
+$595K

Top Sells

1
+$11.6M
2
+$5.54M
3
+$3.27M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.25M
5
TXN icon
Texas Instruments
TXN
+$796K

Sector Composition

1 Technology 4%
2 Industrials 2.26%
3 Financials 2.26%
4 Consumer Discretionary 2.09%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.09K ﹤0.01%
12
377
$2.09K ﹤0.01%
37
+23
378
$2.08K ﹤0.01%
14
379
$2.05K ﹤0.01%
39
-19
380
$2.05K ﹤0.01%
4
+1
381
$2.04K ﹤0.01%
5
382
$2.04K ﹤0.01%
13
-7
383
$2.03K ﹤0.01%
+121
384
$2.01K ﹤0.01%
96
385
$1.99K ﹤0.01%
13
-39
386
$1.98K ﹤0.01%
60
387
$1.98K ﹤0.01%
20
388
$1.94K ﹤0.01%
14
-3
389
$1.88K ﹤0.01%
21
-28
390
$1.87K ﹤0.01%
+4
391
$1.84K ﹤0.01%
6
392
$1.77K ﹤0.01%
17
393
$1.75K ﹤0.01%
30
394
$1.73K ﹤0.01%
19
395
$1.71K ﹤0.01%
17
396
$1.68K ﹤0.01%
+21
397
$1.67K ﹤0.01%
+22
398
$1.66K ﹤0.01%
73
+43
399
$1.65K ﹤0.01%
45
400
$1.62K ﹤0.01%
11
14 15
16
17 18